Wescom Financial | Planning

Personalize Your Retirement Planning

Making sure you have enough income in retirement can be a daunting task. Whether you are just starting your career or nearing retirement our Investment Representatives are available to explain the different retirement account options open to you, help you establish your own personalized retirement plan, and discuss different investment strategies with you.

Our Personalized Approach

At WFS, we understand that one retirement strategy does not fit all which is why our Investment Representatives start your retirement planning process with a complimentary consultation to assess your individual financial goals. We look at your entire financial picture to develop a personalized retirement plan to keep you aligned with your retirement goals.

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Long-Term Partnership with Continual Reviews

WFS also recognizes that life has its changes — which is why we offer ongoing reviews of your financial plan and accounts to make sure your portfolio stays in sync with your long-term retirement goals.

Review Your Plan

Individual Retirement Account (IRA)

Wescom Financial Services offers traditional, SEP and Roth IRAs. IRAs are designed for retirement savings and offer specific tax advantages. Your CFS Financial Representative can help you determine which investment is right for you.

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401(k)

Get the most out of your 401(k). A CFS Investment Representative can help you consolidate, or rollover, and manage all of your employer-sponsored retirement plans to maximize your savings power. We’ll help you decide which investment is right for you.

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Features & Benefits

Schedule an Appointment

Schedule an Appointment

Meet with a CFS Financial Advisor to discuss your financial goals in order to develop the right investment plan specific to your unique financial needs.

Schedule an Appointment

Market Summaries

Access videos and interactive multimedia covering current market performance, important current events and key data release dates.

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Calculators

We offer a wide variety of interactive and easy to use financial calculators that can help you determine and plan your investment, retirement and educational savings goals, giving you interactive charts and graphs to help visualize and monitor your progress.

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Newsletter

Stay up-to-date on the latest financial issues across a variety of topics including retirement, investments, personal finance, annuities, insurance, taxes, college, government benefits and more.

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Seminars

Attend a complimentary seminar and join leading industry experts to discuss topics designed to give you the information you need to make important life decisions.

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Calculators

The Impact of Saving More

The Benefits of Compounding

Save for College

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Most Common Questions